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Dec 17, 2013
12/13
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they hit you with taxes. so $341 million is the cash option. >> so i'm recommending the viewers not take the cash option. that's the conventional wisdom. i want you to take the anewty stream and go out to a bnk and get a loan. the interest rate would be lower, the net presentation would be a lot higher. with that money the after tax money, put it into google. okay. and their new robotic formation and all the other fun stuff they're doing. >> that will be a killer stock. >> not the cat robot. bk. >> you know, i like first solar here. i actually like still's strategiry as well. you want to be able to buy controlling stake in this. first solar, much high on market cap, but you can probably still get a 10% stake for agitate a 10% dividend. get 60 million a year. are you a happy guy. >> take the cash, meet me in vegas. >> general electric, having 100 million shares. >> you buy me a car, you win? >> no. >> we come right back. . >> whole foods is set to put a straw in the bag. will it take a bite out of its bottom l
they hit you with taxes. so $341 million is the cash option. >> so i'm recommending the viewers not take the cash option. that's the conventional wisdom. i want you to take the anewty stream and go out to a bnk and get a loan. the interest rate would be lower, the net presentation would be a lot higher. with that money the after tax money, put it into google. okay. and their new robotic formation and all the other fun stuff they're doing. >> that will be a killer stock. >> not...
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Apr 19, 2013
04/13
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cut middle class income taxes to the lowest rate in sixty years, and we're creating tax free zones for business startups. the new new york is working creating tens of thousands of new businesses, and we're just getting started. to grow or start your business visit thenewny.com >>> welcome back. we will have the very latest on the manhunt in boston in a moment. let's round up headlines in the business world first. courtney reagan with that. >> thank you, maria. stocks closing higher but for the week, the major end sis slumped. the dow and s and sp dropped more than 2%. boeing's dreamliner may be back in the air jen. u.s. aviation regular lay tomorrows approving a series of fixes on the 787. the faa saying it will issue instructions to operators that will allow the 787 to return to service with the battery system modifications. >>> shares of apple posting the second largest weekly decline in 2 1/2 years, down more that 9 percent. shares are down 45% from hitting the all-time high in september, marking a loss of more than $294 billion in fact cap. >>> ibm is trading down more 8%, marking
cut middle class income taxes to the lowest rate in sixty years, and we're creating tax free zones for business startups. the new new york is working creating tens of thousands of new businesses, and we're just getting started. to grow or start your business visit thenewny.com >>> welcome back. we will have the very latest on the manhunt in boston in a moment. let's round up headlines in the business world first. courtney reagan with that. >> thank you, maria. stocks closing...
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Mar 25, 2013
03/13
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and it was a tax shelter. so that's much more important than the sort of interest rate return that you might get. and these places just don't have strong banking authorities, that's the most important thing. >> hey, rich, do you think any of these really lost any money? there were stories of jets pulling up all week last week. it's all a little cozy relationship with russia, but do you think they lost any money? >> that's a great question. look, we all knew, or people who watched cyprus knew they had a long-term issue here. and there were reports of private jets coming in. but there was still a lot of russian cash that was in cyprus, you know, at the time of the blowout. so i think a lot of russians did take their money out, i think that's one reason we're seeing russians buy so much real estate in the united states. some of that money whether it was going to $88 million apartments in new york, i think some of that money came out of cyprus and people took it out in time. >> the russians are mad, right? they're
and it was a tax shelter. so that's much more important than the sort of interest rate return that you might get. and these places just don't have strong banking authorities, that's the most important thing. >> hey, rich, do you think any of these really lost any money? there were stories of jets pulling up all week last week. it's all a little cozy relationship with russia, but do you think they lost any money? >> that's a great question. look, we all knew, or people who watched...
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Apr 18, 2013
04/13
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tax rates. is there a question in your mind, is the earnings -- as to the earnings quality this quarter? >> you know, not really, that was an r & d tax credit that had flow through in terms of year. i remember looking at the core business, i think motorola as you mentioned, it's a little bit of dragging a lead ball on a chain. but the core business is very solid. volume was up 20%, pricing or cpc as people call it, down 4%. that's moderated, and i think the really key message here is that the core business is still in that kind of high teen to 20% growth with stable margins, ebitda margin in the mid-30s range. i think to the point of jon mentioning enhanced campaign, they're trying to equalize the money that advertisers are spending on mobile as it relates to desk top. i think that's starting to work. we saw that a little bit with yahoo. i think we're going to see that with facebook in a couple of weeks. mobile advertising may be in the infancy is really starting to work and that was part of wha
tax rates. is there a question in your mind, is the earnings -- as to the earnings quality this quarter? >> you know, not really, that was an r & d tax credit that had flow through in terms of year. i remember looking at the core business, i think motorola as you mentioned, it's a little bit of dragging a lead ball on a chain. but the core business is very solid. volume was up 20%, pricing or cpc as people call it, down 4%. that's moderated, and i think the really key message here is...
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May 21, 2013
05/13
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but 24% flat tax for corporates? that's what we need to at least start thinking about simplified the tax code around here, because our corporates are totally disincentivized to do work here. but apple has not done anything wrong. but to say that they have not violated the spirit of this, i think is -- >> let's hit it one more time. karen. in the fact of a big moment for tim cook. the opportunity to step out of jobs's shadow with the world watching. and he performed by all accounts admirably. >> i think actually that this wasn't his moment. i think that as tim's saying, the rules are what the rules are. so apple's doing no different than anybody else. and they're either going to change them for everybody or they're going to leave them the same. i think the thing that will really get the stock going is whether or not he can come up with some revolutionary product or not. i think this is a sideshow. >> yeah. you know, to me i actually think it's a broader issue about repatriating some of that cash. maybe there's a holid
but 24% flat tax for corporates? that's what we need to at least start thinking about simplified the tax code around here, because our corporates are totally disincentivized to do work here. but apple has not done anything wrong. but to say that they have not violated the spirit of this, i think is -- >> let's hit it one more time. karen. in the fact of a big moment for tim cook. the opportunity to step out of jobs's shadow with the world watching. and he performed by all accounts...
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Feb 6, 2013
02/13
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because of tax and fiscal policy. i think our domestic recovery is going to be weaker than expected. the cbo reduced their real gdp forecast for the u.s. to 1.4% late yesterday. and i think we're going to see continuing weakness in europe. and it's unclear to me why we should pay a five-decade average multiple for a market whose earnings quality is weak. whose earnings and growth economically is dependent upon expansive monetary and fiscal b policy. to me, our economy and corporate profit picture is a like a company that reports fourth quarter herbiearnings that meet expectation but the effective tax rate goes from 35% to 20%. it's a very low quality number. and the fact is, we're going to see a fiscal drag going forward. certainly in the first half. the consumer is the achille's heel of the compaeconomy. and i think growth will miss expectations. but i get optimistic when i hear about a $200 price target for apple as your prior guest suggested. >> doug, i'm sort of in your camp. i think it's built on sand, as well. b
because of tax and fiscal policy. i think our domestic recovery is going to be weaker than expected. the cbo reduced their real gdp forecast for the u.s. to 1.4% late yesterday. and i think we're going to see continuing weakness in europe. and it's unclear to me why we should pay a five-decade average multiple for a market whose earnings quality is weak. whose earnings and growth economically is dependent upon expansive monetary and fiscal b policy. to me, our economy and corporate profit...
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Aug 27, 2013
08/13
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who what about the affordable health care act, part time versus full time, corporate tax rates, debt ceilings. sounds like guys are holding onto their money. >> that's right. all of these things each by themselves is not big of a threat to the outlook but all together i am somewhat fearful it could sour confidence on business spend and we have to wait longer for it to pick up. the way we see things, there should be at least a modest pick-up in business spending which is an important profit driver and we'll get s&p to a strong earnings growth rate. >> we can make an argument that we overshot reese lg to 1700. what series of events because it seems like we're lining up now? >> giant unexpected shocks would be the short answer for a correction or something wroorse than that. having a five to ten percent pull back, i think that could occur that business spending still stalled and earnings growth is still flat. >> quickly then, david, your sector picks, where should our listeners put their money? >> stick with financials and technology, a lot of upside. >> can you get more specific? >> i
who what about the affordable health care act, part time versus full time, corporate tax rates, debt ceilings. sounds like guys are holding onto their money. >> that's right. all of these things each by themselves is not big of a threat to the outlook but all together i am somewhat fearful it could sour confidence on business spend and we have to wait longer for it to pick up. the way we see things, there should be at least a modest pick-up in business spending which is an important...
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Aug 15, 2013
08/13
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also a low tax rate seems to have helped dell in this quarter on the eps line and pc revenue was up but on price cuts operating income actually dropped versus last year even though revenue overall was higher. some better news than a lot of people expected on dell. >> thank you very much. not too much people are trading actively in dell at this point but there are lessons to be learned. >> there are. you're not going to make a ton of money trading on dell but you can glean what else is going on. we know the pc is dying. you don't want to be in this space necessarily. you can probably say this is negative for microsoft, look to short microsoft here. maybe it's a positive for apple although apple has had quite a run. those are the same names. to buy it now you're not going to make money. >> let's check on after hours moving here is. applied materials lower on weaker than expected earnings missing on both the top and bottom lines. fourth quarter guidance down more than two and a half percent. it's the most talked about story on the street. we'll take a look at the egypt effect on the wild m
also a low tax rate seems to have helped dell in this quarter on the eps line and pc revenue was up but on price cuts operating income actually dropped versus last year even though revenue overall was higher. some better news than a lot of people expected on dell. >> thank you very much. not too much people are trading actively in dell at this point but there are lessons to be learned. >> there are. you're not going to make a ton of money trading on dell but you can glean what else...
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Mar 18, 2013
03/13
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cyprus tax bringing down u.s. markets is like? it's like a kim kardashian marriage, only lasted a short while and utterly meaningless. another said like a 20-buck battery grounding a 787 fleet. i'm glad these aren't coming up. and finally, it's like listening to mila kunis for stock picks. >> we do. >> leave that poor woman alone. >> now, tim, since you're long mila -- >> you've got to be -- wouldn't you be long the markets because of mila's comments? >> no. i wasn't listening to that news. but i like the way she articulated her point. and if she wants to understand more about it she should come down to "fast" in the studio and we'll talk more about it. >> wa, wa. >> jane-g to see you. before the break check lululemon. watching the shares tumbling. cutting its first quarter sales guidance. it's a developing story. and of course we'll bring in more of the trade and more of the news as we have it. but again, as you see there, a hard fall for lulu in the after hours session. >> looks like a downward dog, huh? no? are we still on air?
cyprus tax bringing down u.s. markets is like? it's like a kim kardashian marriage, only lasted a short while and utterly meaningless. another said like a 20-buck battery grounding a 787 fleet. i'm glad these aren't coming up. and finally, it's like listening to mila kunis for stock picks. >> we do. >> leave that poor woman alone. >> now, tim, since you're long mila -- >> you've got to be -- wouldn't you be long the markets because of mila's comments? >> no. i...
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Apr 30, 2013
04/13
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not seeing a lot of confidence, a lot of uncertainty, what's health care going to cost, what's the tax rate going to be? what else are they going to do? what sequester's going to mean. so a lot of businesses, you know. we're growing our loans, but it's mostly from new clients. a lot of people just -- they've got their business stabilized. we do a lot both with small business and medium business and they're saying i want to sit tight, i want to see what happens and see things shake out. i think there's a lot of positive stuff in the economy ahead when we get a little more clarity and stability out of washington. >> well, you mentioned you are city national's banker to the stars. is there a particular industry where you're seeing the most growth, the most demand for loans, the most deposits being made? is it the movie industry or, you know, a hip-hop artist? >> you know, entertainment's been solid, but i think over the last couple of years, it's been the larger companies, we do a lot with middle-sized companies. and that's where there's kind of like city national, you've got the strength
not seeing a lot of confidence, a lot of uncertainty, what's health care going to cost, what's the tax rate going to be? what else are they going to do? what sequester's going to mean. so a lot of businesses, you know. we're growing our loans, but it's mostly from new clients. a lot of people just -- they've got their business stabilized. we do a lot both with small business and medium business and they're saying i want to sit tight, i want to see what happens and see things shake out. i think...
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126
Feb 19, 2013
02/13
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the payroll tax hike. we don't understand exactly how and when this hit will take place. we know it's about $100 hit that will hit the low and middle-income folks the most. the sequester, will hurt the most. then of course there are high gas prices out there. to the extent these guys are reflecting that uncertainty, i think it's the right call. >> the question is did walmart in part tell you and tell others what economist himself to that point been unable to gather for themselves? >> let me try to explain the detail that's out there in trying to understand this. the january retail sales numbers came in better than expected, but there is an expectation out there, there is some thought right now that it did not pick up the weakness that we're going to see. that people did not notice what was happening to their paychecks until later in the month and that that was not picked up in the retail sales report because it does a lousy job picking up that last week of january. there are some guys out there, mike england is among them, others, that think that february and march could
the payroll tax hike. we don't understand exactly how and when this hit will take place. we know it's about $100 hit that will hit the low and middle-income folks the most. the sequester, will hurt the most. then of course there are high gas prices out there. to the extent these guys are reflecting that uncertainty, i think it's the right call. >> the question is did walmart in part tell you and tell others what economist himself to that point been unable to gather for themselves?...
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Mar 18, 2013
03/13
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streets stung and rallied on a surprise move to tax bank deposits in the small island country? is this the start of a pullback many warned about? our traders this hour. stephanie, what do you think? how are you trading today? >> it depends if this spreads to other countries, that's the big thing. right now, it looks like it's contained. i focus going to areas of the world strong and the u.s. is still strong. housing continues to recover. manufacturing, got good numbers the best since 2011. consumer remains resilient. last friday we got the stress test from the banks. that was pretty impressive. i think those stocks could be poised to pull back, just because they've had such a nice run, those are the areas you want to focus. i also focus on replacement cycle stories, trucks, ah toes, aerospace, rigs. i think there are places you want to buy on weakness and the u.s. is where you want to be. >> mr. new world, are you as sang gin? >> i don't think so. let me go back to last night and what i tweeted out and how you handle this market right now. it is not a binary call you say i will
streets stung and rallied on a surprise move to tax bank deposits in the small island country? is this the start of a pullback many warned about? our traders this hour. stephanie, what do you think? how are you trading today? >> it depends if this spreads to other countries, that's the big thing. right now, it looks like it's contained. i focus going to areas of the world strong and the u.s. is still strong. housing continues to recover. manufacturing, got good numbers the best since...
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Apr 19, 2013
04/13
by
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cut middle class income taxes to the lowest rate in sixty years, and we're creating tax free zones for business startups. the new new york is working creating tens of thousands of new businesses, and we're just getting started. to grow or start your business visit thenewny.com (announcer) at scottrade, our cexactly how they want.t with scottrade's online banking, i get one view of my bank and brokerage accounts with one login... to easily move my money when i need to. plus, when i call my local scottrade office, i can talk to someone who knows how i trade. because i don't trade like everybody. i trade like me. i'm with scottrade. (announcer) scottrade. awarded five-stars from smartmoney magazine. omnipotent of opportunity. you know how to mix business... with business. and you...rent from national. because only national lets you choose any car in the aisle. and go. you can even take a full-size or above. and still pay the mid-size price. i could get used to this. [ male announcer ] yes, you could business pro. yes, you could. go national. go like a pro. no they don't. hey son. have fun
cut middle class income taxes to the lowest rate in sixty years, and we're creating tax free zones for business startups. the new new york is working creating tens of thousands of new businesses, and we're just getting started. to grow or start your business visit thenewny.com (announcer) at scottrade, our cexactly how they want.t with scottrade's online banking, i get one view of my bank and brokerage accounts with one login... to easily move my money when i need to. plus, when i call my local...
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Oct 23, 2013
10/13
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$13 billion payment may actually be tax deductible, although not clear how much. >> people will have a field day with that one. thank you very much. >> you know it. >> kate kelly covering the jpmorgan story. >>> the dow is currently down 59 points. let's get back to "halftime report" and scott wapner. >> thank you very much, carl. >>> here's what we're following today. nailing netflix. our own john najarian. >> somebody was getting out, and somebody very big was getting out. >> yeah, our own john najarian is on the case. what opportunity is the doc diagnosing today? power play. why two of the traders are fighting over first solar and what you should do with the stock up 126% in a year. we do begin with more on billionaire investor carl icahn selling almost half of his stake in netflix for a profit of $1 billion. and considering he bought it for 58 bucks a share and sold for close to 400, some are calling it the greatest trade ever. we want to take it a step further to ask what carl's cashout can teach all of us about greed, guts, and getting out. it is "halftime" so let's play the ac
$13 billion payment may actually be tax deductible, although not clear how much. >> people will have a field day with that one. thank you very much. >> you know it. >> kate kelly covering the jpmorgan story. >>> the dow is currently down 59 points. let's get back to "halftime report" and scott wapner. >> thank you very much, carl. >>> here's what we're following today. nailing netflix. our own john najarian. >> somebody was getting out,...